17 CAPITAL PARTNERS, LLC

4417 N. 40th Street
Suite 300
Phoenix, Arizona 85018
Tel: (602) 718-1177

About 17 CAPITAL PARTNERS, LLC

17 CAPITAL PARTNERS, LLC, formally registered with the SEC as 17 CAPITAL PARTNERS, LLC. The firm was established in 04/23/2021. They have over 1 offices throughout the country.

17 CAPITAL PARTNERS, LLC is a Phoenix, Arizona based Financial Planning firm with nearly $184,847,473 assets under management, offering retirement planning & investment advisory services to 273 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283013
SEC#	801-120928
Assets Managed by Firm	$184,847,473
No. of Clients	273
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	273	$184,847,473
Individuals (other than high net worth individuals)	50	$18,379,217
High net worth individuals	32	$162,123,677
Pension and profit sharing plans	12	$1,837,132
Corporations or other businesses	8	$2,507,447

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